Julius Baer Gruppe AG
BAER: XSWX (CHE)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
CHF 48.00 | Txtf | Nnshggyfsj |
Julius Baer Is a Unique Pure-Play Wealth Manager
Business Strategy and Outlook
The strong secular trend where very wealthy individuals grow their wealth ahead of the growth in global GDP is set to remain in place. The demand for bespoke financial planning and wealth management services will continue to be strong. However, we anticipate that fee margins will remain under pressure as competition increases with many financial services firms expanding their presence in the wealth management market.